GEPL Capital - Investment Talks - All About Investment, Nifty and Stock Ideas

Nifty reclaimed 26,100, but the real fireworks happened in the Cabinet meeting. The government just built a 12% tax wall to protect Steel companies—a direct boost to their margins. But the real suspense is in Telecom: A massive 5-year freeze on Vodafone Idea’s ₹87,695 Crore dues. No waiver, just time. Is this the resurrection of Vi, or just delaying the inevitable? Join Sanket Bendre as we dissect...

The Index has frozen. A "Doji" candle has formed, and it means the war between the bulls and bears has ended in a dead deadlock. But this silence is dangerous. History shows that when the market can't decide, a massive volatility spike is just around the corner. Neel Parekh explains who is trapped in this standoff and the specific trigger point that will end the confusion and start t...

आज बाज़ार फ्लैट था, लेकिन ऑटो सेक्टर में स्मार्ट इन्वेस्टर्स ने अपनी जगह बना ली है। अगले ४८ घंटों में बिक्री के आंकड़े आने वाले हैं—क्या कोई बड़ी खबर आने वाली है? साथ ही, सरकार के आंकड़ों ने सबको चौंका दिया है—इतनी जबरदस्त इंडस्ट्रियल ग्रोथ का आपके पोर्टफोलियो पर क्या असर होगा? आज शाम जानिये कमाई का अगला मौका कहाँ है।

Today was Expiry Day, and while the index went nowhere, one sector was quietly buzzing. Smart investors are positioning themselves in Auto stocks before the monthly sales numbers hit the wires. Do they know something we don't? Combined with a massive surprise in factory output, the macro picture just got very interesting. Sanket Bendre breaks down why the industrial production spike might be the t...

Most traders fear a crash. But you should fear the drift. For four days now, the market has slowly grinded lower, trapping anyone who tried to pick the bottom. Today, I'm going to explain why this 'slow motion' decline is dangerous, and where the buyers are actually hiding...

महौल थोड़ा सावधान रहने का है—वी.आय.एक्स. बढ़ रहा है और कमोडिटीज गिर रही हैं। लेकिन सरकार के एक फैसले ने डिफेंस कंपनियों की किस्मत बदल दी है। बी.इ.एल. और एच.ए.एल. जैसे शेयरों के लिए इसका क्या मतलब है? और ट्रम्प-झेलेंस्की की मुलाक़ात से बाज़ार पर क्या असर होगा? आज शाम जानिये कि कल मंदी में भी कमाई कैसे करें।

While retail investors are worried about Nifty slipping below 26,000, the government just cleared a massive procurement deal that could send Defence stocks flying. But there is a twist—Commodities are bleeding, and the VIX is flashing a warning sign. Are we seeing a sector rotation or a trap? Plus, what does the Trump-Zelenskyy peace meeting mean for your portfolio? Tune in to find out where to pa...

The charts just flashed a signal that every trader fears: A Shooting Star. It looks innocent, but it means the buyers just lost a massive battle. Neel Parekh decodes this classic reversal pattern and explains why today’s session could be the "tipping point" for your portfolio. Are we looking at a small dip or a major correction? Listen now to find out where the trap door is located.

Today wasn't just a drift; it was a statement. Sustained selling pressure has pushed Nifty below yesterday’s close, and the structure looks weak. We are staring at a crucial breakdown point. With resistance firm at 26,220, the path of least resistance is now down. We’ve isolated a specific "Short Trade" trigger at 25,950 with a strict Stop Loss to protect your capital. Tune in to fin...

We hit the roadblock, and now the engine is sputtering. Why is the market refusing to pay out above 26,200? There is a specific "exhaustion" pattern forming that Neel Parekh has spotted, and it spells trouble for aggressive buyers. In this episode, we uncover why the smart money is keeping their hands in their pockets today and the exact price level where you should look to protect your...

Nifty ने कोशिश तो की, लेकिन 26,200 के लेवल पर 'Smart Money' ने रास्ता रोक दिया। यह सिर्फ एक नंबर नहीं, पिछले एक साल का सबसे मुश्किल Resistance है। डेटा बता रहा है कि बड़े खिलाड़ी यहाँ भारी Call Writing कर रहे हैं—यानी वो बाज़ार को ऊपर नहीं जाने देना चाहते। जहाँ Oil & Gas और Pharma में बिकवाली हावी थी, वहीं Media और Realty ने बाज़ार को संभाला। क्या कल 26,050 का सपोर्ट टूटेगा या 26,325 क...

Nifty opened with hope but slammed straight into a wall at 26,200. Why does this specific number keep rejecting the Bulls? The data shows "Aggressive Call Writing"—meaning the big players are betting heavily against a breakout. We are sitting right below the highest closing level of the last year (26,220), and the tension is building. While Media and Realty stocks are fighting back, Oil...

It’s the number everyone is watching, but few understand. 26,200 isn't just a resistance line; it’s the difference between a profitable month and a portfolio disaster. Neel Parekh strips away the noise and reveals the raw technicals: who is selling at the top, who is trapped at the bottom, and the exact Rupee level where the real move begins. The clock is ticking on this consolidation.

26,177 का लेवल तो बस एक छलावा था। असली एक्शन सीमेंट स्पेस में हुआ है जहाँ Ambuja, ACC और Orient मिलकर अब एक 'Powerhouse' बनने जा रहे हैं। मीडिया स्टॉक्स में तो जश्न है, लेकिन मेटल्स की चमक के पीछे IT और फार्मा क्यों टूट रहे हैं? क्या पैसा एक सेक्टर से निकलकर दूसरे में शिफ्ट हो रहा है? सुनिए संकेत बेंद्रे का यह इवनिंग रैप और समझिये कि कल बाज़ार खुलने से पहले आपको क्या जानना ज़रूरी है।

Nifty stayed quiet, but the boardrooms were loud. Ambuja + ACC + Orient = A new Cement King. Meanwhile, investors are pulling profits from Realty and IT. Is this the start of a new trend? Tune in to find out where to park your money next.

Charts are suggesting a positive opening, but confirmation is still needed. Neel highlights the early technical cues, sector strength, and the trigger that could help buyers stay in control. A supportive start — with a caution tag.

IT स्टॉक्स ने फिर से बाज़ार की कमान संभाली, लेकिन आज की सबसे बड़ी खबर थी भारत–न्यूज़ीलैंड के बीच हुआ FTA। टैरिफ-फ्री एक्सेस से कई इंडस्ट्रीज़ को नया ग्रोथ रनवे मिल सकता है। संकत बेंद्रे बताते हैं—आज पैसा क्यों एक्टिव हुआ और आगे किस दिशा में देख रहा है।

IT stocks stole the show once again, riding on Fed rate-cut expectations and a surge in Infosys ADRs. But while the index hit fresh highs, a major trade agreement quietly expanded India’s export runway. With zero-duty access into New Zealand now secured, several sectors could see long-term benefits. Sanket Bendre unpacks the signals behind today’s rally—and what could drive the next leg.

A bounce from the 50-DEMA has steadied the index, but conviction is still under scrutiny. Neel highlights the early momentum cues, key levels, and what could decide whether this move extends or fades. A constructive start — with unanswered questions.

इंडेक्स भले ऊपर बंद हुआ हो, लेकिन असली कहानी इंडेक्स के बाहर लिखी गई। यू.एस. CPI का ठंडा पड़ना, AI खर्च पर भरोसा, फार्मा सप्लाई-चेन शिफ्ट और Shriram Finance में बड़ा डील—इन सबने मिलकर बाजार को मजबूती दी। इस पॉडकास्ट में संकत बेंद्रे समझाते हैं कि आज मार्केट किस वजह से एक्टिव हुआ और आगे किन संकेतों पर नज़र रहेगी।

The 50-DEMA is holding, but the market lacks clear direction. Neel highlights the critical levels, early sector cues, and what could finally push sentiment out of neutral mode. A balanced setup — with asymmetric risk.

The headline says markets rallied—but the real drivers lie beneath. Softer U.S. inflation, AI-led tech confidence, a pharma tailwind from global policy shifts, and a landmark deal in the NBFC space all played their part. In this Evening Podcast, Sanket Bendre decodes what truly moved money today—and what traders should watch next.

इंडेक्स सपाट रहा, लेकिन ऑटो में बिकवाली और चुनिंदा स्टॉक्स में मजबूती ने साफ डाइवर्जेंस दिखाया। रुपया संभला, FII संकेत पॉज़िटिव रहे, और उसी बीच एक बड़ा पॉलिसी शिफ्ट सामने आया—SHANTI Bill। न्यूक्लियर एनर्जी में प्राइवेट एंट्री का रास्ता खुलते ही लॉन्ग-टर्म निवेश की नई कहानी बनती दिख रही है। सुनिए संकत बेंद्रे—आज की खामोशी में छुपे बड़े संकेत।

Auto stocks cooled off after a strong run, pulling the market into a range even as the index stayed flat. Global trade uncertainty lingered, but support came from a stronger rupee and tentative FII inflows. In the background, a landmark policy reform in nuclear energy set the stage for a new structural theme, while Ola Electric continued to struggle near record lows. Sanket Bendre connects today’s...

Flat global cues set the stage for a neutral open. Neel highlights the levels that matter, early risk pockets, and the trigger that could push the market out of balance. A calm start — with room for surprise.